Personal Lines Account Manager

HUB International; Gainesville (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salaries and benefits

Medical/dental/vision insurance

Health Savings Account funding

401k matching

Company paid Life and Short-Term Disab

Wellness program

Generous PTO

Work-life balance

Engaging team environment

Job summary

HUB International is seeking an Account Manager to handle a book of insurance business with a high degree of independence and client-focused service. You will support Producers and other HUB colleagues, maintain documentation, and drive retention and growth through effective client interactions and timely processing of renewals and changes.

Required knowledge includes excellent English communication, strong customer service, and proficiency with Microsoft Office and agency management systems.

Qualifications

• Excellent oral and written English communications skills.
• Superior customer service and problem solving abilities.
• Proficient with computer systems including Microsoft Office and agency management systems.
• Able to work in a team environment and travel on business when required.

Responsibilities

• Manage a book of insurance business with autonomy and discretion.
• Provide professional, courteous service to clients, carriers, underwriters, and colleagues.
• Support Producers and Account Managers; assist with renewal activities and new business development.
• Document conversations and update HUB systems accurately; ensure data integrity.
• Liaise with clients and carriers to resolve escalated service issues; may negotiate with underwriters.

Skills

English communications

Customer service

Computer systems

Team player

Travel readiness

Education

High school diploma

Tools

Microsoft Office

Agency management systems

Job description

About Hub International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

About Hub International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Summary

The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers and Account Managers in maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Along with helping the day to day flow of the department where needed, which includes changes to accounts, mailing of policies and quoting.

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with Account Managers, Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.
• May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
• Ensures the accuracy of data in those systems.
• Travels on company business as required.
• Prepares reports for management as required.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Required Knowledge, Skills, Abilities And Experience

• Excellent oral and written English communications skills.
• Superior customer service and problem solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.

Licensing Or Certification Requirements

• Minimum of a FL 4-40; must be willing to obtain 2-20 or 20-44 P&C License if not already completed
• Current with all necessary CE credits in required lines and states

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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